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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Holding	Trade Value	% of Portfolio	Status
7176	BOJHT Bank of Jackson Hole Trust Jackson, Wyoming	$0	-$12.5M	–	Closed
7177	BCA Bernzott Capital Advisors Camarillo, California	$0	-$92K	–	Closed
7178	BCA Bitterroot Capital Advisors Bozeman, Montana	$0	-$37K	–	Closed
7179	BAM BLKBRD Asset Management Old Greenwich, Connecticut	$0	-$2.73M	–	Closed
7180	BAS Breakthru Advisory Services Muskego, Wisconsin	$0	-$3.57M	–	Closed
7181	BFM Brooklands Fund Management London, United Kingdom	$0	-$1.07M	–	Closed
7182	CCAM Capelight Capital Asset Management New York	$0	-$1.22M	–	Closed
7183	CRC Catawba River Capital Lake Wylie, South Carolina	$0	-$5.58M	–	Closed
7184	CIM Chapman Investment Management San Anselmo, California	$0	-$13.1M	–	Closed
7185	CAM Clio Asset Management Charlottesville, Virginia	$0	-$9.63M	–	Closed
7186	CPA Compass Planning Associates Greenfield, Massachusetts	$0	-$560K	–	Closed
7187	Compass Rose Asset Management New York	$0	-$5.42M	–	Closed
7188	CPR CSU Producer Resources Fairfield, Ohio	$0	-$5.88M	–	Closed
7189	DFA Davies Financial Advisors Murrieta, California	$0	-$532K	–	Closed
7190	DAM Decagon Asset Management London, United Kingdom	$0	-$26.9M	–	Closed
7191	DAMU Deltroit Asset Management (UK) London,	$0	-$8.97M	–	Closed
7192	DCM Dilation Capital Management New York	$0	-$6.93M	–	Closed
7193	DCM Dupont Capital Management Wilmington, Delaware	$0	-$74.7M	–	Closed
7194	EFS Econ Financial Services Harrisburg, Pennsylvania	$0	-$1.34M	–	Closed
7195	EC Eminence Capital New York	$0	-$582M	–	Closed
7196	EW Evoke Wealth Los Angeles, California	$0	-$84.1M	–	Closed
7197	ER EVR Research Richmond, Virginia	$0	-$5.24M	–	Closed
7198	FFM FengHe Fund Management Singapore	$0	-$28M	–	Closed
7199	FLC Fifth Lane Capital Austin, Texas	$0	-$8.48M	–	Closed
7200	FA Financial Alternatives La Jolla, California	$0	-$204K	–	Closed